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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-19 |
Branch Locations
1060 Nimitzview Drive Ste 120, Cincinnati, OH 45230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortis Investors, Inc./ Woodbury Financial Services, Inc | Cincinnati | OH | 01/1987 | 01/2024 |
| Osaic Wealth, Inc. | Cincinnati | OH | 01/2024 | Present |
1. CIC AGENCY INC. POSITION: Partner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1973 ADDRESS: 1060 Nimitz View Drive, Suite 120, Cincinnati OH 45230, United States DESCRIPTION: sell and manage property insurance 2. SAINT THOMAS MORE PARISH COUNSEL POSITION: counsel member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 788 Ohio Pike, Cincinnati OH 45245, United States DESCRIPTION: I help make decisions regarding Saint Thomas More Church
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-10 |
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